Goal Setting & Daily Planning

🎥 1 | Watch & Learn: Transacting in a Day, Week, Month

Learn how to structure your day, week, and month to stay focused on real estate activities that generate transactions.
Consistency builds momentum — and momentum builds success. View Transacting in a Day/Week/Month in Real Estate at the bottom of this page. 

📅 2 | Plan Your Routine

🗓️ Daily Habits

Focus on small, repeatable actions that drive your business forward.

• Prospect and follow up for 2–3 hours daily

• Update your CRM and organize your active clients

• Review market activity and new listings

• Communicate with leads and contacts

• Dedicate 10–15 minutes to learning or skill-building

💡 Tip: diarize everything — your calendar is your business plan.

📆 Weekly Priorities

Build structure into your week to create steady progress.

• Review active listings, pending deals, and buyer activity

• Update your conversion and performance numbers

• Attend at least one networking or professional development event

• Plan your social media and marketing content for the week

• Reflect on what worked and what didn’t

📋 End each week with a short review: “What moved me closer to a transaction this week?”

📈 Monthly Focus

Step back to look at your overall growth and adjust your approach.

• Set new monthly targets for GCI, listings, and buyers

• Evaluate your conversion rates and lead sources

• Review your client satisfaction feedback

• Schedule a client appreciation or networking activity

• Adjust your goals and marketing for next month

🧾 Tip: treat every month as a fresh start and recalibration point.

📊 3 | Track Your Progress

Now that you’ve planned your daily and weekly habits, use the workbook below to record your results and measure growth.

📥 Download:
👉 Agent Goal Planning Workbook (PDF)
(Fillable + printable, includes revenue tracker, conversion tracker, engagement forms, satisfaction tracker, and networking planner.)

🧭 4 | Reflect and Refine

Review your results at the end of each month or quarter.
Look for patterns in what’s working — and where you can improve.

Ask yourself:

• Did I meet my revenue or activity goals?

• What lead sources produced the most results?

• How can I adjust next month’s focus for improvement?

📌 Success is built by planning, tracking, and refining — not by chance.

🚀 5 | Keep Growing

Goal achievement is an ongoing process of self-improvement.

• Keep revisiting your business plan and annual goals

• Attend company training and meetings

• Adjust your systems, tools, and routines

• Celebrate milestones — and set new ones